+506.3%
NOW vs WU
-35.7%
+542.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.2% | -3.4% |
| 7D | -8.7% | +11.0% | -19.8% | -12.1% |
| 30D | -29.3% | +13.4% | -42.7% | -32.5% |
| 3M | -21.8% | +2.2% | -24.1% | -22.9% |
| 6M | +9.2% | -18.2% | +27.4% | +15.0% |
| YTD | -35.0% | -18.3% | -16.7% | -31.8% |
| 1Y | -42.5% | -12.2% | -30.3% | -41.2% |
| 3Y | -21.5% | -20.8% | -0.7% | -19.3% |
| 5Y | -25.8% | -42.6% | +16.8% | -15.1% |
| 10Y | +506.3% | -35.5% | +541.8% | +471.6% |
| All | +506.3% | -35.7% | +542.0% | +471.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling